A national speech that left the market slightly disappointed with its lack of novelty, and then went on a rampage to increase investment before winning the narrative? Just read Trump's speech: 1) Listed the military successes achieved by the United States; 2) And why strike Iran because Iran is developing nuclear weapons at an unprecedented pace; 3) In fact, the core is these two sentences: "In the next two to three weeks, we will deal a heavy blow to them. If we don't reach an agreement, we will strike Iran's energy facilities What about his tweet on Monday at https://(x.com)/qinba frank/status/2038608921599103270? S=20 means the same, or extreme pressure, otherwise the strength will be upgraded. Speaking too much like this can self reinforce. On the whole, Trump did not make any new statement on the conflict, basically repeating what he said in his recent public appearance. This will undoubtedly disappoint some markets, as they had hoped the president would announce how he plans to end this war. If Trump has just made a speech as expected by the market - both announcing "task completion" and setting a timetable of "completion within two or three weeks" - there will be a wave of optimistic pricing in the market. Unfortunately, there is no such thing as an upgrade in the next two to three weeks, but there is no promise to resolve and end it within the next two to three weeks. For the market, this speech fell short of expectations. Especially in the past two days, the market's strength is largely due to the optimistic expectations of the situation in Iran. Yesterday, when Trump said that he might be preparing a winning narrative for himself, he also talked to someone about the fact that he still took the fight to promote talks to achieve conditional peace (trying to push the conditions to the side of the United States) as the benchmark scenario. After all, the costs and risks of making concessions are still great. There is an intuition: The United States and Israel may go on a rampage and increase their pressure once more, in order to further "use violence to promote talks". If the effect is good, it can really suppress Iran and achieve conditional peace, which is naturally good. It's also another performance of victory But if the effect is still not good, it still hasn't stuck Iran. I feel that Trump may simply abandon the card and play up the winning narrative. This article is sponsored by @ bitget_zh, titled 'Bitget Buying US Stocks: Instant Entry, Smooth Trading'